Universal Display (OLED) Trims Revenue Forecast—Is Order Variability Changing Its Long-Term Outlook?

Simply Wall St.11-17

Universal Display Corporation recently announced its third quarter 2025 financial results, reporting revenue of US$139.61 million and net income of US$44.03 million, both lower than the same quarter ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2584649445?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/391070-main-header/1585186720659","is_english":true,"pubTime":"2025-11-17 15:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584649445","market":"nz","top_or_hot":-1,"title":"Universal Display (OLED) Trims Revenue Forecast—Is Order Variability Changing Its Long-Term Outlook?","media":"Simply Wall St.","content":"<div>\n<p>Universal Display Corporation recently announced its third quarter 2025 financial results, reporting revenue of US$139.61 million and net income of US$44.03 million, both lower than the same quarter ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/universal-display-oled-trims-revenue-forecastis-order-variab\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Universal Display (OLED) Trims Revenue Forecast—Is Order Variability Changing Its Long-Term Outlook?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUniversal Display (OLED) Trims Revenue Forecast—Is Order Variability Changing Its Long-Term Outlook?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/universal-display-oled-trims-revenue-forecastis-order-variab><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Universal Display Corporation recently announced its third quarter 2025 financial results, reporting revenue of US$139.61 million and net income of US$44.03 million, both lower than the same quarter ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/universal-display-oled-trims-revenue-forecastis-order-variab\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"OLED","symbol_name":"Universal Display Corporation","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/universal-display-oled-trims-revenue-forecastis-order-variab","article_id":"2584649445","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/391070-main-header/1585186720659"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/universal-display-oled-trims-revenue-forecastis-order-variab","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2584649445","pubTimestamp":1763363767,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Universal Display Corporation recently announced its third quarter 2025 financial results, reporting revenue of US$139.61 million and net income of US$44.03 million, both lower than the same quarter last year, along with a revision to the lower end of its full-year revenue guidance.\nAn important consideration is that management attributed the softer performance to customer order timing, macroeconomic uncertainty, and an out-of-period royalty and license fee adjustment impacting this...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"OLED":"Universal Display Corporation"},"translate_title":"Universal Display(OLED)下调收入预测——订单变化是否会改变其长期前景？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OLED":1.5},"content_text":"Universal Display Corporation recently announced its third quarter 2025 financial results, reporting revenue of US$139.61 million and net income of US$44.03 million, both lower than the same quarter last year, along with a revision to the lower end of its full-year revenue guidance. An important consideration is that management attributed the softer performance to customer order timing, macroeconomic uncertainty, and an out-of-period royalty and license fee adjustment impacting this quarter’s results. We’ll assess how the reduced revenue outlook and management’s commentary on order variability may influence Universal Display’s longer-term investment narrative. We've found 16 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.AdvertisementUniversal Display Investment Narrative Recap At its core, Universal Display is a play on the accelerating adoption of OLED technology and the ongoing expansion of high-margin licensing and materials revenue streams. While the recent downward revision in the company’s revenue outlook underscores exposure to short-term order volatility, especially from key panel makers, management still points to new manufacturing capacity and blue OLED commercialization as meaningful longer-term catalysts. Importantly, the softer earnings update does not appear to alter the biggest near-term catalyst or the key risk of erratic customer purchasing patterns disrupting revenue growth.\n  Among Universal Display’s latest announcements, the lowered revenue guidance is especially pertinent. This revision, attributed largely to fluctuations in customer order timing and ongoing macroeconomic uncertainty, highlights just how reliant near-term results remain on consistent demand from major customers, a dynamic that can quickly change the earnings trajectory as large new fabs ramp OLED production.\n  By contrast, there are still issues around customer ordering cycles that investors should be especially mindful of when...\n Read the full narrative on Universal Display (it's free!)Universal Display's outlook anticipates $909.7 million in revenue and $335.1 million in earnings by 2028. This scenario assumes an annual revenue growth rate of 11.2% and a $90.8 million earnings increase from the current $244.3 million.Uncover how Universal Display's forecasts yield a $172.11 fair value, a 47% upside to its current price.Exploring Other PerspectivesOLED Community Fair Values as at Nov 2025  Seven members of the Simply Wall St Community estimate Universal Display’s fair value from US$70 to over US$172 per share. While views diverge widely, the company’s recent guidance cut shines a light on persistent uncertainty tied to customer demand swings, consider how these factors could affect your investment thesis.\nExplore 7 other fair value estimates on Universal Display - why the stock might be worth 40% less than the current price!Build Your Own Universal Display NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Universal Display research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.Our free Universal Display research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Universal Display's overall financial health at a glance.Interested In Other Possibilities?Our daily scans reveal stocks with breakout potential. Don't miss this chance:These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584649445","isCrawlerRequest":true}